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Asset Protection Services Doylestown PA

This page provides relevant content and local businesses that can help with your search for information on Asset Protection Services. You will find informative articles about Asset Protection Services, including "Protect Your ASSets in Business". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Doylestown, PA that can help answer your questions about Asset Protection Services.

Mr. John E. Stanojev (RFC®), CSA
(215) 345-6961
350 E Butler Ave #102
New Britain, PA
Company
Capital Insurance & Investment Planning, LLC
Qualifications
Years of Experience: 32
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection

Data Provided By:
Kurt W. Hesser (RFC®), LUTCF
(215) 993-1548
P.O. Box 127
Chalfont, PA
Company
MEMBERS Financial Services
Qualifications
Years of Experience: 22
Membership
IARFC, MDRT
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mr. J Drew Shumski (RFC®), LUTCF
(215) 822-1818
595 Bethlehem Pike Suite 202
Montgomeryville, PA
Company
Wealth Planners Group
Qualifications
Education: BS, LUTCF
Years of Experience: 18
Membership
IARFC, MDRT, NAIFA, GAMA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mr. George McReynolds (RFC®), CFP
(215) 699-1050
1816 West Point Pike Ste 129
Lansdale, PA
Company
McReynolds Wealth Management
Qualifications
Years of Experience: 17
Membership
IARFC
Services
Invoice, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Long Term Care Insurance, Charitable Planning, Education Plan, Asset Protection, Compensation Plans

Data Provided By:
Steven A. Suib (RFC®), CSA
(215) 244-8866
8 Interplex Drive, Suite 216
Feasterville Trevose, PA
Company
American Tax & Advisory Corp
Qualifications
Years of Experience: 13
Membership
IARFC
Services
Invoice, Portfolio Management, Retirement Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Education Plan, Asset Protection, Compensation Plans

Data Provided By:
Ricardo Ferreira
1100 Horizon Circle
Chalfont, PA
Company
Title: Financial Services Associate
Company: Prudential Financial
Type
Investment Advisor Rep: Yes
Education
Penn State University
Years Experience
Years Experience: 3
Service
Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Medicaid,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Health Care Insurance,Retirement Planning,Long-Term

Data Provided By:
Mr. George P. Brown (RFC®), CHFC, CLU
(215) 822-6601
190 Bethlehem Pike, Suite One
Colmar, PA
Company
Summit Trust Company
Qualifications
Education: BSME - USMMABusiness - Hofstra Univ.
Years of Experience: 54
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Seminars Work, Mutual Funds, Precious Metals, Annuities, Life Insurance, Business Coach, Charitable Planning, Charitable Foundations, Asset Protection, BuySell

Data Provided By:
Mr. Ronald E. Tunison (RFC®), CEP
(800) 939-1035
159 East County Line Road
Hatboro, PA
Company
Aon Financial & Insurance Solutions, Inc.
Qualifications
Education: BS
Years of Experience: 25
Membership
IARFC, NAIFA, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Pension Planning, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, LiabCover, Compensation Plans

Data Provided By:
Mr. J. Michael Egan (RFC®), CHFC, CLU, LUTCF, MSFS
(215) 355-3426
221 West Street Road
Feasterville, PA
Company
JME FINANCIAL SERVICES, LLC
Qualifications
Education: BAmaster of science financial services (MSFS)
Years of Experience: 38
Membership
IARFC, MDRT, NAPFA, SFSP
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mr. Steven R. Sanson (RFC®), MSFS
(215) 256-7845
425 Main St
Harleysville, PA
Company
Financial Voyages LLC
Qualifications
Education: Master of Science in Financial ServicesB.B.A.- Economics
Years of Experience: 13
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided By:
Data Provided By:

Protect Your ASSets in Business


By Stephen Bucaro

Many people are starting an online business without a thought about the danger this may pose to their personal assets. The type of protection you need depends upon the nature of your business and the amount of your personal assets.

If you have no personal assets, you probably don't need much protection. They say "you can't get blood from a turnip". Hey, if someone wants to take over your credit card debt, they are welcome to it!

But if you do have investments, or own a home, and someone sues your business, they could take your personal assets. If you do not incorporate your business, by default it is a "sole proprietorship". This means your business is YOU and your assets are at risk.

If your product is something like greeting cards, then you are not extremely vulnerable to a lawsuit. You would think it would be difficult for someone to be harmed by a greeting card, but someone might interpret the prose on the card as personal character defamation, or they might get a paper cut from the card. Remember a few years ago when a lady sued McDonalds after she burned herself by placing a cup of hot coffee between her legs?

If your product is a food item or a physical object, you could be especially at risk of a lawsuit. The list below provides some steps you should take to protect yourself if you run a business.

1. Incorporate your business. A corporation is treated like a separate individual. If the corporation is sued, your personal assets cannot be taken. You don't need to pay a lawyer $1000 to file the papers to incorporate your business. You can do it yourself for about $50.

2. Post a disclaimer on everything you make. Your disclaimer should include a phrase like; "you do not make any warranties of merchantability or fitness for a particular purpose, either expressed or implied. By using this material, the user assumes complete responsibility for any and all damages resulting from that use."

3. Provide a "limited warranty" that defines the specific things that you guarantee about your product. If you don't, then your product is subjected to the default general "warranty of merchantability". Basically an unconditional guarantee.

4. If mis-assembly or misuse of your product might cause damage, then you need to provide complete instructions. Clearly state the proper use of the product and place a warning about misuse of the product.

5. Place large clear warning labels on your product and ...

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